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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $342,700 | $165,381+107.2% | $149,730+128.9% | $158,966+115.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.11% | 348.29%-328.2pp | 276.70%-256.6pp | 302.95%-282.8pp |
| Employer contribution / active EE | $30,297 | $5,104+493.6% | $4,645+552.2% | $4,762+536.2% |
| Participant deferral / active EE | $17,175 | $7,182+139.1% | $6,843+151.0% | $5,983+187.1% |
| Admin fee / account holder | $25,191 | $10,809+133.0% | $9,310+170.6% | $11,250+123.9% |